Mondrian Investment Partners LTD Makes New Investment in Dollar Tree, Inc. $DLTR

Mondrian Investment Partners LTD bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,086,681 shares of the company’s stock, valued at approximately $102,550,000. Dollar Tree accounts for about 1.7% of Mondrian Investment Partners LTD’s portfolio, making the stock its 29th largest position. Mondrian Investment Partners LTD owned about 0.53% of Dollar Tree as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently modified their holdings of DLTR. Root Financial Partners LLC acquired a new position in shares of Dollar Tree in the 3rd quarter valued at approximately $29,000. True Wealth Design LLC lifted its stake in Dollar Tree by 372.5% in the second quarter. True Wealth Design LLC now owns 378 shares of the company’s stock valued at $37,000 after buying an additional 298 shares in the last quarter. MTM Investment Management LLC acquired a new position in shares of Dollar Tree in the second quarter valued at approximately $42,000. Smartleaf Asset Management LLC increased its position in shares of Dollar Tree by 90.5% during the third quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after acquiring an additional 201 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of Dollar Tree during the third quarter worth $41,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Buying and Selling

In other Dollar Tree news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider owned 13,740 shares of the company’s stock, valued at $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 6.60% of the company’s stock.

Dollar Tree Price Performance

NASDAQ:DLTR opened at $126.06 on Tuesday. The stock has a market capitalization of $25.07 billion, a PE ratio of -9.37, a P/E/G ratio of 1.60 and a beta of 0.73. Dollar Tree, Inc. has a 1-year low of $61.80 and a 1-year high of $142.40. The firm has a fifty day simple moving average of $127.01 and a 200 day simple moving average of $111.70. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.09 by $0.12. The firm had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The company’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, research analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on DLTR. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $126.00 target price on shares of Dollar Tree in a research note on Thursday, January 8th. Guggenheim upped their price objective on Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. UBS Group lifted their target price on Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Evercore reduced their price target on Dollar Tree from $165.00 to $160.00 and set an “in-line” rating for the company in a research report on Tuesday, February 3rd. Finally, Citigroup raised their price target on shares of Dollar Tree from $124.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Eight analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and seven have assigned a Sell rating to the company. According to data from MarketBeat, Dollar Tree has an average rating of “Hold” and an average target price of $122.60.

Dollar Tree Company Profile

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company’s stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree’s merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.